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Disclosery

Chevy Chase Trust Holdings, LLC: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chevy Chase Trust Holdings, LLC on XLF, newest first. How the timeline and the estimate are built.

Chevy Chase Trust Holdings, LLC held 22,585 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,585 shares
    Change vs previous 13F +830 shares

    <0.01% of the 13F portfolio, value $1,210,782.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,755 shares
    Change vs previous 13F -1,777 shares

    <0.01% of the 13F portfolio, value $1,074,044.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 23,532 shares
    Change vs previous 13F -2,228 shares

    <0.01% of the 13F portfolio, value $1,288,848.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 25,760 shares
    Change vs previous 13F -1,520 shares

    <0.01% of the 13F portfolio, value $1,387,691.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 27,280 shares
    Change vs previous 13F +563 shares

    <0.01% of the 13F portfolio, value $1,428,653.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 26,717 shares
    Change vs previous 13F -33 shares

    <0.01% of the 13F portfolio, value $1,330,774.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 26,750 shares
    Change vs previous 13F +334 shares

    <0.01% of the 13F portfolio, value $1,292,828.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 26,416 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,197,173.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).